28/07/2023 Economy & Markets Fed moving to a pause with a very data-dependent approach The Talks elaborates on the banking stress in US and the FOMC May meeting.
7/02/2023 Economy & Markets Fed continuing to downshift: 31 January-1 February FOMC revi... Review of the February FOMC meeting and its market implications.
16/12/2022 Economy & Markets Fed: Staying the course until the job is done Understanding the outcome of the December FOMC meeting and its market implications.
4/11/2022 Economy & Markets 1-2 November FOMC meeting: debating a downshift, not a pivot Understanding the outcome of the November FOMC meeting and its market implications
18/06/2021 Economy & Markets Biden agenda: tackling income inequality and its potential i... The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and...